利率上升的情况下， _老虎社区_美港股上老虎 - 老虎社区

熊猫校长 Ming

利率上升的情况下，

美股继续不断创下历史新高，

只能说明 AI 生产力技术革命，

这样真正的颠覆性变革，

将对全球经济和资本市场，

产生比以往任何时候，

更大的影响。

$SpaceX(SPCX)$ $谷歌(GOOG)$ $英伟达(NVDA)$

Meta逆势涨1.02%，1299美元VR眼镜能定义下个入口？

Meta(META)隔夜逆势收涨1.02%，成为红盘中少数亮点，催化是Meta Connect大会——公司发布1299美元的VR眼镜与无摄像头版智能眼镜，扎克伯格更透露Muse AI代理将从每笔交易中抽取小额费用。硬件与AI变现的双线叙事被重新点燃，"Muse开始收过路费"意味着它正从功能走向商业模式。多头认为设备+抽成是平台级现金流的雏形，空头担心1299美元定价过高、消费级VR渗透仍慢。当Muse开始对交易抽成，Meta的AI入口故事这次能落地成钱吗？

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